Investor Presentation
$1.6 Billion Project Backlog as of 9/30/2021
Expect -20% of backlog capital in service in 2021, -40% in 2022, and -30% in 2023
Supply for U.S. power & LDC demand (TGP, FGT, SNG, TX intra)
Supply for LNG export (KMLP & EPNG)
Gathering & processing (primarily Altamont, Hiland, KinderHawk)
Other natural gas
Natural Gas
-
Products includes $44 million RD projects
Terminals includes $65 million RD feedstock project
Energy Ventures - $146 million RNG facilities
CO₂
Total backlog
KINDER MORGAN
DEMAND SUPPLY
PULL PUSH
CAPITAL
($ billion)
PIPELINE
CAPACITY
$ 0.5
1.1 bcfd
0.2
1.4 bcfd
0.2
various
0.0
0.1 bcfd
$ 0.8
0.1
Low-carbon investments
represent 70% of
0.1
backlog and expect average
3.6x EBITDA build multiple;
0.1
investing in natural gas, RNG,
and liquid biofuels infrastructure
0.4
$ 1.6
Note: See Non-GAAP Financial Measures & Reconciliations. EBITDA multiple reflects KM share of estimated capital divided by estimated Project EBITDA.
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